Redtail CRM
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3299 results found
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23 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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It would be nice set an alert, reminder, on a per activity basis as opposed to a preference for all activities.
It would be nice set an alert, reminder, on a per activity basis as opposed to a preference in settings.
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Additional family options (not in the 'Membership' page)
Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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make comments and linked documents part of the notes search
Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.
34 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customize Dashboard
be able to choose from entire database to customize your dashboard. Example: add tabs where it currently has tag groups, keywords, etc to be able to exchange or add options. For example, add professional contacts
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Search for nearby clients list or map view
Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"
It would be nice if Redtail had a way to find other clients that live…
19 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Date stamp
Would it be possible to have an icon for a date stamp within the note field of an activity? So if someone posts something they do in an activity that moves along (or that multiple people are working on), they could just hit that instead of having to type the date in.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Review Tab
Every time I add a client review to my calendar, I have to manually change the clients Review Tab to match the new review date. It would be very helpful if the review tab would automatically change to the clients new review date when I add the apt. in the calendar.
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Create a due date for tasks similar to that of Microsoft Outlook
When assigning a task it would be great for their to be a way to look for a due date
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Sync Redtail Calendar with Zapier with more options
If there was an api to sync redtail calendar with zapier giving many available fields to then sync the redtail with acuity, calendly, etc.
38 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Uncomplete Workflow tasks
PLEASE allow us to uncomplete workflow tasks! I see many people have requested this and they have all been shot down with the explanation that we need to be using Outcomes. I do use Outcomes for some of my Workflows but I'd prefer not to add them where they are not needed (ie: there is only 1 Outcome - complete the step) just so that we don't accidentally complete a step. If activities can be Uncompleted, why can't Tasks?
79 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Multiple Review Dates
Since we sell annuity products, it is necessary for us to have yearly reviews with clients for EACH of their annuities. This means that we need to have more than one review with them each year, but they are not in intervals. We need to be able to add more than one review. (Example: A client has an annuity with an anniversary in February, another in March, and another in November.)
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Account feed integration with Nationwide
We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Password expiration notification
I agree with some of the others saying to lengthen the timeframe that a password needs to be changed, but I have a different idea as well...
When a password is about to expire, maybe 7 days out, instead of when someone is trying to login and require an IMMEDIATE password change, say your password will expire in 7 days, and then give us the option to change the password at a later time so that we can get into the program and answer the question that somebody just called about, but now we have to try and figure out…15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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when linking accounts to activities can you add ability to link multiple accounts at a time
when linking accounts to activities can you add ability to link multiple accounts at a time
46 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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new ideas for Automation Tool
Need to create an Added By condition in automation. I like the automation tool but I would like to create a rule where it allow any users that creates a new contact to automatically create a permission rule.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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More information in account linking - Not Commpleted
It would be nice to differentiate between account types (product). All I see is a bunch of account numbers, custodian (and clients have same custodian so that's not useful) and one management type. We'd prefer product, registration or ability to pick what we see if there is limited space.
The part below was copied from another user because it was marked as completed but it's definitely not completed. Below is past request:
As it stands, Tailwag only lists the account number when linking to a note, activity, etc. It would be beneficial to provide additional account information when linking these…6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Team Notices
I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add global time zones
We have clients globally and the lack of time zones is really problematic in using the CRM fully.
66 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Make Albridge downloads more detailed; they are too basic.
Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.
40 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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